Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- Drive new business and proactively originate new client relationships.
- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering exceptional client experience.
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management.
- Facilitate client meetings, organize meeting notes, follow up regarding meetings, and respond to client and internal advisor inquiries.
- Develop and activate referral ecosystems with CRLs, centers of influence, and key market stakeholders.
- Drive 360 team cohesion and invest in the development of 360 team members, including Client Service Associate and Financial Planner.
- Perform investment management tasks such as account review, rebalancing, and tax loss harvesting, and can place trades when needed on occasion.
- Exhibit technical knowledge and competency in investment management (specifically with the ETF and mutual fund markets), retirement, insurance, and estate planning, charitable giving, and cash flow planning.
- Partner with internal tax advisors to provide interdisciplinary expertise to clients.
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
- Operate as a connecter across Aprio, mentoring team members and influencing go-to-market strategy while scaling relationships through the broader team.
Requirements
- Bachelor’s degree.
- CFP designation.
- 10+ years’ experience working in Financial Planning for an RIA or Wealth Management Firm.
- The series 65 license is required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start date.
- Ability to integrate financial strategies and investments for clients.
- Able to gain and maintain the respect of high-net-worth clients.
- Excellent knowledge of financial markets, products, and services.
- Ability to juggle multiple projects successfully.
- Exceptional attention to detail and skilled problem solver.
- Strong listening, communication, organizational, and interpersonal skills.
- Proactive, takes initiative, and uses critical thinking to solve problems.
- Proven capability to work in a team environment.
- Advanced knowledge in Excel with experience in Microsoft Office products.
- Knowledge of financial planning software.
- Entrepreneurial spirit.
Ready to Apply?
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